DUK icon

Duke Energy

2,322 hedge funds and large institutions have $65.9B invested in Duke Energy in 2025 Q3 according to their latest regulatory filings, with 176 funds opening new positions, 1,042 increasing their positions, 757 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $63.1B → $65.9B (+$2.74B)

0.01% less ownership

Funds ownership: 68.45%68.44% (-0.01%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
2,322
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$745M
Puts
$435M
Net Calls
Net Calls Change

Top Sellers

1 -$109M
2 -$82.5M
3 -$81.9M
4
Cohen & Steers
Cohen & Steers
New York
-$79.2M
5
UBS AM
UBS AM
Illinois
-$72.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
1601
Revolve Wealth Partners
New Jersey
$365K
LAS
1602
Lloyd Advisory Services
Georgia
$364K
BFAG
1603
Blackston Financial Advisory Group
Florida
$364K
VST
1604
Van Strum & Towne
California
$364K
FS
1605
Financial Symmetry
North Carolina
$364K
CCM
1606
Chiron Capital Management
Florida
$362K
RCA
1607
Resonant Capital Advisors
Wisconsin
$362K
CBT
1608
Central Bank & Trust
Kentucky
$362K
SAM
1609
Sequent Asset Management
Texas
$361K
NHT
1610
New Hampshire Trust
New Hampshire
$359K
MCA
1611
Magnolia Capital Advisors
Mississippi
$357K
RFS
1612
Richardson Financial Services
Massachusetts
$357K
SJL
1613
Shayne & Jacobs LLC
Tennessee
$357K
Kayne Anderson Rudnick Investment Management
1614
Kayne Anderson Rudnick Investment Management
California
$355K
UWP
1615
Uniting Wealth Partners
Kansas
$355K
1WM
1616
1900 Wealth Management
Texas
$355K
AWM
1617
Adams Wealth Management
Utah
$355K
CI
1618
CacheTech Inc
Utah
$355K
PG
1619
Prostatis Group
Maryland
$354K
SAM
1620
Smith Asset Management
Florida
$354K
KC
1621
Knuff & Co
California
$354K
MAV
1622
Mason & Associates (Virginia)
Virginia
$353K
HF
1623
Holcombe Financial
Georgia
$353K
ISFAN
1624
Investor's Fiduciary Advisor Network
Washington
$353K
ABWM
1625
Alpine Bank Wealth Management
Colorado
$353K